We are thrilled to announce the latest release of our investment management platform, packed with powerful features designed to enhance your decision-making process and drive better outcomes for your investments.

Here are the highlights of the release:

Enhanced Scenario Planning

Our enhanced Scenario Planning feature takes investment modeling to the next level, allowing you to simulate various project investment outcomes in scenarios over time. With the ability to plan, compare, and visualize scenarios with different investments and expected fund performance, you can make more informed decisions with confidence. Key functionalities include:

• Simulating buy/sell investments

• Managing projection assumptions for cash flows and value development

• Comparing scenarios

• Analysing the impact on region and sector allocation and investors

  
  

Public Market Equivalent

Gain deeper insights into your private market investments with our PME Analysis feature. Compare the Internal Rate of Return (IRR) of your investments to equivalent investments in public markets such as the S&P 500, MSCI World, and Russell 2000, allowing you to benchmark performance and make strategic adjustments as needed.

Current Quarter "Up-to-Date" NAV Reporting

Stay ahead of the curve with our up-to-date Net Asset Value (NAV) reporting feature. Our platform calculates the projected NAV in the current quarter, providing investors with a real-time valuation of the portfolio prior to official capital account statements. This ensures the most accurate valuation of your portfolio with the data currently available, bridging the information gap between the last fully reported quarter and the current state of your investments.

As always, our release is available as a Software as a Service (SaaS), ensuring seamless integration and accessibility for all users.

We're excited to see how these new features will elevate your investment strategy and drive better outcomes for your portfolio. Thank you for choosing us as your trusted partner in investment management.

To learn more about our latest release and how it can benefit your investment journey, don't hesitate to reach out to our team or schedule a demo today.

Happy investing!